Investment Advisory Services

The Vendor is required to provide investment advisory firms to assist in managing and providing guidance on its investment portfolio (which includes general reserves), including but not limited to investment policy review and recommendations, cash flow analysis and investment structuring, ongoing portfolio strategy and investment recommendations, performance measurement and benchmarking, compliance monitoring (policy + state law), monthly/quarterly reporting, economic and market updates, and assistance with audits and reporting (including annual consolidated financial report - ACFR).
- Investment philosophy and how you tailor it to the specific needs of municipal clients.
- Provide representative performance (net of fees) for relevant portfolios over 1, 3, 5, and 10 years.
- Ensure compliance with state and local government investment statutes and policies